How do I record a refund to a customer, I have tried a refund receipt but it does not clear the customers account. How do I record this?

Hi there, kim-williams1. A refund receipt records the payment, but it won’t clear the customer’s balance if there’s an open transaction. Can you confirm if the refund money has already been paid to the customer, or are you just recording that they're owed a refund? Also, is this refund related to a paid invoice or an overpayment?
 

If your goal is to clear the customer’s account, here’s how:
 

1. Go to + New and select Credit Note.
2. Choose the customer, then enter the same items, amount, and VAT as the original transaction.
3. Select Save and close.
4. Go to Customers & leads, then Customers, and check if the Credit Note appears and reflects in the customer’s balance.
    

This will create a credit on the customer’s account that can be applied to open transactions if needed.
 

If you have any additional questions, please feel free to join in on this thread.